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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,787 | $167,533-75.1% | $151,645-72.4% | $134,545-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.36% | 7.81%-23.2pp | 3.34%-18.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,845 | $6,828-43.7% | $6,165-37.6% | $4,742-18.9% |
| Participant deferral / active EE | $2,973 | $8,985-66.9% | $8,363-64.5% | $6,401-53.6% |
| Admin fee / account holder | $4,018 | $13,781-70.8% | $11,614-65.4% | $11,431-64.8% |